Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Morgan, Michele]

Hi Elizabeth,

The Extended, Normal and Shrt fields for the duration rule all define a
loan period. They can be set to different values, and at checkout the
system will match up the Loan Duration field from the item to Shrt, Normal,
or Extended in the duration rule to choose the proper loan period. It
doesn't look like you use different durations in the same rule since your
values are all the same. Many systems don't make use of them due to the
added complexity. The settings in those fields won't affect whether your
autorenewals are working or not.

I would suggest checking your Circulation Policies to make sure that
duration rule is being used.

Also, looking at your action trigger, I see the granularity is set to
"auto". I would also check with your system manager to make sure that there
is a cron job that will process action triggers with "auto" set as the
granularity. Here's a page from the docs about processing action triggers:

http://docs.evergreen-ils.org/3.2/_processing_action_triggers.html

Hope this is helpful.

-Michele

--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Mon, Dec 9, 2019 at 1:39 PM Elizabeth Davis  wrote:

> Hi,
>
>
>
> I have a question regarding the auto renewals.  I set it up and I thought
> it would work, but I seem to be missing something.
>
>
>
> I attached my circulation duration rule and trigger.
>
>
>
> Can anyone explain what Extended, Normal, and Shrt are in the Circulation
> Duration Rule are?
>
>
>
> Elizabeth
>
>
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Aubrey
> Area Library
> *Sent:* Thursday, November 21, 2019 11:39 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> Haha Wong picture.
>
>
>
> On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library <
> aubreyarealibr...@gmail.com> wrote:
>
> Elizabeth
>
>
>
> You need to create new circulation duration rules and then change the
> circulation policies. Attached is a photo of on of our duration rules.
>
>
>
> On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis 
> wrote:
>
> This has been so helpful.  Thank you everyone.
>
>
>
> I’m setting up testing today and the only thing I’m not see is how to set
> when the auto renew happens.  I’m assuming that’s in the circulation policy?
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, November 21, 2019 11:19 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> This is a great discussion!
>
> Thought I'd share how we implemented autorenewals in NOBLE:
>
> A Library can opt in to autorenewal. Only their own items checked out at
> their own library will be autorenewable. Network transfers are not
> autorenewable.
>
> Autorenewal processing happens the morning the items are due so patrons
> don't lose any time from their loan period.
>
> Our autorenewal action trigger uses a custom filter so that it only runs
> for the libraries who have opted in, and does not attempt to process
> autorenewals for checkouts that are not renewable at all.
>
> When a library opts in, and chooses a start date, we adjust their duration
> rules to set the number of allowed autorenewals equal to the number of
> allowed renewals. If a duration rule has zero allowed renewals, we don't
> set a value for allowed autorenewals. This allows the action trigger filter
> mentioned above the skip them.
>
> To avoid the transition issue with new checkouts vs. existing checkouts,
> we update open circulations for the opting in library which are due on the
> start date and beyond to set the autorenewal remaining field equal to the
> renewal remaining field. In that way, items that were checked out prior to
> the rule change will be eligible to autorenew.
>
> Feedback has been positive, though we have adjusted the notice language a
> few times to make it less confusing.
>
> Hope this is helpful!
>
> -Michele
>
> --
>
> Michele M. Morgan, Technical Support Analyst
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
>
>
> On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
> wrote:
>
> Hi
>
>
>
> We are a library system that is part of a consortium (SCLENDS) and at the
> moment t

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Elizabeth Davis]

Thank you! I forgot about Action Triggers.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Thursday, November 21, 2019 11:51 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

I just reread your question. The circulation duration rules control how many 
times the item can auto renew. To turn it on is in the in the 
Notifications/Actions Triggers tab under Local Administration. Should be 
triggers for Autorenew and the notification, AutorenewNotify, that you can 
clone.

Apologies for the back-to-back messages.

On Thu, Nov 21, 2019 at 10:39 AM Aubrey Area Library 
mailto:aubreyarealibr...@gmail.com>> wrote:
Haha Wong picture.

On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library 
mailto:aubreyarealibr...@gmail.com>> wrote:
Elizabeth

You need to create new circulation duration rules and then change the 
circulation policies. Attached is a photo of on of our duration rules.

On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis 
mailto:eda...@albright.org>> wrote:
This has been so helpful.  Thank you everyone.

I’m setting up testing today and the only thing I’m not see is how to set when 
the auto renew happens.  I’m assuming that’s in the circulation policy?

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org<mailto:open-ils-general-boun...@list.georgialibraries.org>]
 On Behalf Of Morgan, Michele
Sent: Thursday, November 21, 2019 11:19 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

This is a great discussion!

Thought I'd share how we implemented autorenewals in NOBLE:

A Library can opt in to autorenewal. Only their own items checked out at their 
own library will be autorenewable. Network transfers are not autorenewable.

Autorenewal processing happens the morning the items are due so patrons don't 
lose any time from their loan period.

Our autorenewal action trigger uses a custom filter so that it only runs for 
the libraries who have opted in, and does not attempt to process autorenewals 
for checkouts that are not renewable at all.

When a library opts in, and chooses a start date, we adjust their duration 
rules to set the number of allowed autorenewals equal to the number of allowed 
renewals. If a duration rule has zero allowed renewals, we don't set a value 
for allowed autorenewals. This allows the action trigger filter mentioned above 
the skip them.

To avoid the transition issue with new checkouts vs. existing checkouts, we 
update open circulations for the opting in library which are due on the start 
date and beyond to set the autorenewal remaining field equal to the renewal 
remaining field. In that way, items that were checked out prior to the rule 
change will be eligible to autorenew.

Feedback has been positive, though we have adjusted the notice language a few 
times to make it less confusing.

Hope this is helpful!

-Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org<mailto:mmor...@noblenet.org>



On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
mailto:sforr...@bcgov.net>> wrote:
Hi

We are a library system that is part of a consortium (SCLENDS) and at the 
moment the only system that is using auto-renewal and this is what we have 
found so far.


1.   The three-day notice will still go out reminding patrons there 
books are due. (Our patrons see this as just a reminder)

2.   Auto-renewal happens 1 day before the books are due and the 
appropriate auto-renewal notice goes out then.

3.   An item won’t auto-renew if one of the following is true.

a.   The item is required for a hold

b.   Patrons' account has expired while they had the item checked 
out

c.Fines have reached the maximum allowed

d.   Maximum auto-renewals have been reached.

4.   The auto-renewal notice will give a reason if the process 
failed referencing those case for example mentioned above.

5.   Let's say you pick a start date of 1st of December then 
anything that is checked out before this date will NOT auto-renew. Anything 
checked out on or after this date WILL. Eventually, of course, all items will 
auto-renew, we worked out that should take about 9 weeks from the start date.

6.   We decided to have the same amount of auto-renewals as hard 
renewals to avoid less confusion for the patrons.

7.   If you have any items that checkout for less than 8 hours and 
have 0 renewals this can confusing, but Equinox found a workaround for us.

8.   If a patron from say Beaufort (BCL) comes to Calhoun and 
checks out a book at one of your libraries, that book will auto-renew also. On 
the other 

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

I just reread your question. The circulation duration rules control how
many times the item can auto renew. To turn it on is in the in the
Notifications/Actions Triggers tab under Local Administration. Should be
triggers for Autorenew and the notification, AutorenewNotify, that you can
clone.

Apologies for the back-to-back messages.

On Thu, Nov 21, 2019 at 10:39 AM Aubrey Area Library <
aubreyarealibr...@gmail.com> wrote:

> Haha Wong picture.
>
> On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library <
> aubreyarealibr...@gmail.com> wrote:
>
>> Elizabeth
>>
>> You need to create new circulation duration rules and then change the
>> circulation policies. Attached is a photo of on of our duration rules.
>>
>> On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis 
>> wrote:
>>
>>> This has been so helpful.  Thank you everyone.
>>>
>>>
>>>
>>> I’m setting up testing today and the only thing I’m not see is how to
>>> set when the auto renew happens.  I’m assuming that’s in the circulation
>>> policy?
>>>
>>>
>>>
>>> Elizabeth
>>>
>>>
>>>
>>> *From:* Open-ils-general [mailto:
>>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
>>> Michele
>>> *Sent:* Thursday, November 21, 2019 11:19 AM
>>> *To:* Evergreen Discussion Group <
>>> open-ils-general@list.georgialibraries.org>
>>> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>>>
>>>
>>>
>>> This is a great discussion!
>>>
>>> Thought I'd share how we implemented autorenewals in NOBLE:
>>>
>>> A Library can opt in to autorenewal. Only their own items checked out at
>>> their own library will be autorenewable. Network transfers are not
>>> autorenewable.
>>>
>>> Autorenewal processing happens the morning the items are due so patrons
>>> don't lose any time from their loan period.
>>>
>>> Our autorenewal action trigger uses a custom filter so that it only runs
>>> for the libraries who have opted in, and does not attempt to process
>>> autorenewals for checkouts that are not renewable at all.
>>>
>>> When a library opts in, and chooses a start date, we adjust their
>>> duration rules to set the number of allowed autorenewals equal to the
>>> number of allowed renewals. If a duration rule has zero allowed renewals,
>>> we don't set a value for allowed autorenewals. This allows the action
>>> trigger filter mentioned above the skip them.
>>>
>>> To avoid the transition issue with new checkouts vs. existing checkouts,
>>> we update open circulations for the opting in library which are due on the
>>> start date and beyond to set the autorenewal remaining field equal to the
>>> renewal remaining field. In that way, items that were checked out prior to
>>> the rule change will be eligible to autorenew.
>>>
>>> Feedback has been positive, though we have adjusted the notice language
>>> a few times to make it less confusing.
>>>
>>> Hope this is helpful!
>>>
>>> -Michele
>>>
>>> --
>>>
>>> Michele M. Morgan, Technical Support Analyst
>>>
>>> North of Boston Library Exchange, Danvers Massachusetts
>>>
>>> mmor...@noblenet.org
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
>>> wrote:
>>>
>>> Hi
>>>
>>>
>>>
>>> We are a library system that is part of a consortium (SCLENDS) and at
>>> the moment the only system that is using auto-renewal and this is what we
>>> have found so far.
>>>
>>>
>>>
>>> 1.   The three-day notice will still go out reminding
>>> patrons there books are due. (Our patrons see this as just a reminder)
>>>
>>> 2.   Auto-renewal happens 1 day before the books are due
>>> and the appropriate auto-renewal notice goes out then.
>>>
>>> 3.   An item won’t auto-renew if one of the following is
>>> true.
>>>
>>> a.   The item is required for a hold
>>>
>>> b.   Patrons' account has expired while they had the item
>>> checked out
>>>
>>> c.Fines have reached the maximum allowed
>>>
>>> d.   Maximum auto-renewals have been reached.
>&g

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

Haha Wong picture.

On Thu, Nov 21, 2019 at 10:38 AM Aubrey Area Library <
aubreyarealibr...@gmail.com> wrote:

> Elizabeth
>
> You need to create new circulation duration rules and then change the
> circulation policies. Attached is a photo of on of our duration rules.
>
> On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis 
> wrote:
>
>> This has been so helpful.  Thank you everyone.
>>
>>
>>
>> I’m setting up testing today and the only thing I’m not see is how to set
>> when the auto renew happens.  I’m assuming that’s in the circulation policy?
>>
>>
>>
>> Elizabeth
>>
>>
>>
>> *From:* Open-ils-general [mailto:
>> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
>> Michele
>> *Sent:* Thursday, November 21, 2019 11:19 AM
>> *To:* Evergreen Discussion Group <
>> open-ils-general@list.georgialibraries.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>>
>>
>>
>> This is a great discussion!
>>
>> Thought I'd share how we implemented autorenewals in NOBLE:
>>
>> A Library can opt in to autorenewal. Only their own items checked out at
>> their own library will be autorenewable. Network transfers are not
>> autorenewable.
>>
>> Autorenewal processing happens the morning the items are due so patrons
>> don't lose any time from their loan period.
>>
>> Our autorenewal action trigger uses a custom filter so that it only runs
>> for the libraries who have opted in, and does not attempt to process
>> autorenewals for checkouts that are not renewable at all.
>>
>> When a library opts in, and chooses a start date, we adjust their
>> duration rules to set the number of allowed autorenewals equal to the
>> number of allowed renewals. If a duration rule has zero allowed renewals,
>> we don't set a value for allowed autorenewals. This allows the action
>> trigger filter mentioned above the skip them.
>>
>> To avoid the transition issue with new checkouts vs. existing checkouts,
>> we update open circulations for the opting in library which are due on the
>> start date and beyond to set the autorenewal remaining field equal to the
>> renewal remaining field. In that way, items that were checked out prior to
>> the rule change will be eligible to autorenew.
>>
>> Feedback has been positive, though we have adjusted the notice language a
>> few times to make it less confusing.
>>
>> Hope this is helpful!
>>
>> -Michele
>>
>> --
>>
>> Michele M. Morgan, Technical Support Analyst
>>
>> North of Boston Library Exchange, Danvers Massachusetts
>>
>> mmor...@noblenet.org
>>
>>
>>
>>
>>
>>
>>
>> On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
>> wrote:
>>
>> Hi
>>
>>
>>
>> We are a library system that is part of a consortium (SCLENDS) and at the
>> moment the only system that is using auto-renewal and this is what we have
>> found so far.
>>
>>
>>
>> 1.   The three-day notice will still go out reminding
>> patrons there books are due. (Our patrons see this as just a reminder)
>>
>> 2.   Auto-renewal happens 1 day before the books are due and
>> the appropriate auto-renewal notice goes out then.
>>
>> 3.   An item won’t auto-renew if one of the following is
>> true.
>>
>> a.   The item is required for a hold
>>
>> b.   Patrons' account has expired while they had the item
>> checked out
>>
>> c.Fines have reached the maximum allowed
>>
>> d.   Maximum auto-renewals have been reached.
>>
>> 4.   The auto-renewal notice will give a reason if the
>> process failed referencing those case for example mentioned above.
>>
>> 5.   Let's say you pick a start date of 1st of December then
>> anything that is checked out before this date will NOT auto-renew. Anything
>> checked out on or after this date WILL. Eventually, of course, all items
>> will auto-renew, we worked out that should take about 9 weeks from the
>> start date.
>>
>> 6.   We decided to have the same amount of auto-renewals as
>> hard renewals to avoid less confusion for the patrons.
>>
>> 7.   If you have any items that checkout for less than 8
>> hours and have 0 renewals this can confusing, but Equinox found a
>> workaround for us.
>>
>> 8.   If a patron fr

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

Elizabeth

You need to create new circulation duration rules and then change the
circulation policies. Attached is a photo of on of our duration rules.

On Thu, Nov 21, 2019 at 10:31 AM Elizabeth Davis 
wrote:

> This has been so helpful.  Thank you everyone.
>
>
>
> I’m setting up testing today and the only thing I’m not see is how to set
> when the auto renew happens.  I’m assuming that’s in the circulation policy?
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, November 21, 2019 11:19 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> This is a great discussion!
>
> Thought I'd share how we implemented autorenewals in NOBLE:
>
> A Library can opt in to autorenewal. Only their own items checked out at
> their own library will be autorenewable. Network transfers are not
> autorenewable.
>
> Autorenewal processing happens the morning the items are due so patrons
> don't lose any time from their loan period.
>
> Our autorenewal action trigger uses a custom filter so that it only runs
> for the libraries who have opted in, and does not attempt to process
> autorenewals for checkouts that are not renewable at all.
>
> When a library opts in, and chooses a start date, we adjust their duration
> rules to set the number of allowed autorenewals equal to the number of
> allowed renewals. If a duration rule has zero allowed renewals, we don't
> set a value for allowed autorenewals. This allows the action trigger filter
> mentioned above the skip them.
>
> To avoid the transition issue with new checkouts vs. existing checkouts,
> we update open circulations for the opting in library which are due on the
> start date and beyond to set the autorenewal remaining field equal to the
> renewal remaining field. In that way, items that were checked out prior to
> the rule change will be eligible to autorenew.
>
> Feedback has been positive, though we have adjusted the notice language a
> few times to make it less confusing.
>
> Hope this is helpful!
>
> -Michele
>
> --
>
> Michele M. Morgan, Technical Support Analyst
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
>
>
> On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
> wrote:
>
> Hi
>
>
>
> We are a library system that is part of a consortium (SCLENDS) and at the
> moment the only system that is using auto-renewal and this is what we have
> found so far.
>
>
>
> 1.   The three-day notice will still go out reminding patrons
> there books are due. (Our patrons see this as just a reminder)
>
> 2.   Auto-renewal happens 1 day before the books are due and
> the appropriate auto-renewal notice goes out then.
>
> 3.   An item won’t auto-renew if one of the following is true.
>
> a.   The item is required for a hold
>
> b.   Patrons' account has expired while they had the item
> checked out
>
> c.Fines have reached the maximum allowed
>
> d.   Maximum auto-renewals have been reached.
>
> 4.   The auto-renewal notice will give a reason if the
> process failed referencing those case for example mentioned above.
>
> 5.   Let's say you pick a start date of 1st of December then
> anything that is checked out before this date will NOT auto-renew. Anything
> checked out on or after this date WILL. Eventually, of course, all items
> will auto-renew, we worked out that should take about 9 weeks from the
> start date.
>
> 6.   We decided to have the same amount of auto-renewals as
> hard renewals to avoid less confusion for the patrons.
>
> 7.   If you have any items that checkout for less than 8
> hours and have 0 renewals this can confusing, but Equinox found a
> workaround for us.
>
> 8.   If a patron from say Beaufort (BCL) comes to Calhoun and
> checks out a book at one of your libraries, that book will auto-renew also.
> On the other hand, if you transit an item to an SCLENDS member who is not
> doing auto-renewals that item will not auto-renew.
>
>
>
> If you have any questions, please let me know.
>
>
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
&g

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Chris Maas]

Thanks.  Can you show us exactly how to set that up?
_


Chris Maas
(207) 924-4553





On Thu, Nov 21, 2019 at 11:30 AM Elizabeth Davis 
wrote:

> This has been so helpful.  Thank you everyone.
>
>
>
> I’m setting up testing today and the only thing I’m not see is how to set
> when the auto renew happens.  I’m assuming that’s in the circulation policy?
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-boun...@list.georgialibraries.org] *On Behalf Of *Morgan,
> Michele
> *Sent:* Thursday, November 21, 2019 11:19 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> This is a great discussion!
>
> Thought I'd share how we implemented autorenewals in NOBLE:
>
> A Library can opt in to autorenewal. Only their own items checked out at
> their own library will be autorenewable. Network transfers are not
> autorenewable.
>
> Autorenewal processing happens the morning the items are due so patrons
> don't lose any time from their loan period.
>
> Our autorenewal action trigger uses a custom filter so that it only runs
> for the libraries who have opted in, and does not attempt to process
> autorenewals for checkouts that are not renewable at all.
>
> When a library opts in, and chooses a start date, we adjust their duration
> rules to set the number of allowed autorenewals equal to the number of
> allowed renewals. If a duration rule has zero allowed renewals, we don't
> set a value for allowed autorenewals. This allows the action trigger filter
> mentioned above the skip them.
>
> To avoid the transition issue with new checkouts vs. existing checkouts,
> we update open circulations for the opting in library which are due on the
> start date and beyond to set the autorenewal remaining field equal to the
> renewal remaining field. In that way, items that were checked out prior to
> the rule change will be eligible to autorenew.
>
> Feedback has been positive, though we have adjusted the notice language a
> few times to make it less confusing.
>
> Hope this is helpful!
>
> -Michele
>
> --
>
> Michele M. Morgan, Technical Support Analyst
>
> North of Boston Library Exchange, Danvers Massachusetts
>
> mmor...@noblenet.org
>
>
>
>
>
>
>
> On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
> wrote:
>
> Hi
>
>
>
> We are a library system that is part of a consortium (SCLENDS) and at the
> moment the only system that is using auto-renewal and this is what we have
> found so far.
>
>
>
> 1.   The three-day notice will still go out reminding patrons
> there books are due. (Our patrons see this as just a reminder)
>
> 2.   Auto-renewal happens 1 day before the books are due and
> the appropriate auto-renewal notice goes out then.
>
> 3.   An item won’t auto-renew if one of the following is true.
>
> a.   The item is required for a hold
>
> b.   Patrons' account has expired while they had the item
> checked out
>
> c.Fines have reached the maximum allowed
>
> d.   Maximum auto-renewals have been reached.
>
> 4.   The auto-renewal notice will give a reason if the
> process failed referencing those case for example mentioned above.
>
> 5.   Let's say you pick a start date of 1st of December then
> anything that is checked out before this date will NOT auto-renew. Anything
> checked out on or after this date WILL. Eventually, of course, all items
> will auto-renew, we worked out that should take about 9 weeks from the
> start date.
>
> 6.   We decided to have the same amount of auto-renewals as
> hard renewals to avoid less confusion for the patrons.
>
> 7.   If you have any items that checkout for less than 8
> hours and have 0 renewals this can confusing, but Equinox found a
> workaround for us.
>
> 8.   If a patron from say Beaufort (BCL) comes to Calhoun and
> checks out a book at one of your libraries, that book will auto-renew also.
> On the other hand, if you transit an item to an SCLENDS member who is not
> doing auto-renewals that item will not auto-renew.
>
>
>
> If you have any questions, please let me know.
>
>
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
&

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Elizabeth Davis]

This has been so helpful.  Thank you everyone.

I’m setting up testing today and the only thing I’m not see is how to set when 
the auto renew happens.  I’m assuming that’s in the circulation policy?

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of 
Morgan, Michele
Sent: Thursday, November 21, 2019 11:19 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

This is a great discussion!

Thought I'd share how we implemented autorenewals in NOBLE:

A Library can opt in to autorenewal. Only their own items checked out at their 
own library will be autorenewable. Network transfers are not autorenewable.

Autorenewal processing happens the morning the items are due so patrons don't 
lose any time from their loan period.

Our autorenewal action trigger uses a custom filter so that it only runs for 
the libraries who have opted in, and does not attempt to process autorenewals 
for checkouts that are not renewable at all.

When a library opts in, and chooses a start date, we adjust their duration 
rules to set the number of allowed autorenewals equal to the number of allowed 
renewals. If a duration rule has zero allowed renewals, we don't set a value 
for allowed autorenewals. This allows the action trigger filter mentioned above 
the skip them.

To avoid the transition issue with new checkouts vs. existing checkouts, we 
update open circulations for the opting in library which are due on the start 
date and beyond to set the autorenewal remaining field equal to the renewal 
remaining field. In that way, items that were checked out prior to the rule 
change will be eligible to autorenew.

Feedback has been positive, though we have adjusted the notice language a few 
times to make it less confusing.

Hope this is helpful!

-Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org<mailto:mmor...@noblenet.org>



On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart 
mailto:sforr...@bcgov.net>> wrote:
Hi

We are a library system that is part of a consortium (SCLENDS) and at the 
moment the only system that is using auto-renewal and this is what we have 
found so far.


1.   The three-day notice will still go out reminding patrons there 
books are due. (Our patrons see this as just a reminder)

2.   Auto-renewal happens 1 day before the books are due and the 
appropriate auto-renewal notice goes out then.

3.   An item won’t auto-renew if one of the following is true.

a.   The item is required for a hold

b.   Patrons' account has expired while they had the item checked 
out

c.Fines have reached the maximum allowed

d.   Maximum auto-renewals have been reached.

4.   The auto-renewal notice will give a reason if the process 
failed referencing those case for example mentioned above.

5.   Let's say you pick a start date of 1st of December then 
anything that is checked out before this date will NOT auto-renew. Anything 
checked out on or after this date WILL. Eventually, of course, all items will 
auto-renew, we worked out that should take about 9 weeks from the start date.

6.   We decided to have the same amount of auto-renewals as hard 
renewals to avoid less confusion for the patrons.

7.   If you have any items that checkout for less than 8 hours and 
have 0 renewals this can confusing, but Equinox found a workaround for us.

8.   If a patron from say Beaufort (BCL) comes to Calhoun and 
checks out a book at one of your libraries, that book will auto-renew also. On 
the other hand, if you transit an item to an SCLENDS member who is not doing 
auto-renewals that item will not auto-renew.

If you have any questions, please let me know.

Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net<mailto:sforr...@bcgov.net>
beaufortcountylibrary.org<http://beaufortcountylibrary.org>

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Diane Disbro
Sent: Thursday, November 21, 2019 9:39 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.
I really appreciate this discussion! I want anecdotal information to share with 
my administration as we consider auto renewal.

Thank you.
Diane Disbro
Pronouns: she/her
Branch Manager/Circulation Coordinator
Union Bran

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Morgan, Michele]

This is a great discussion!

Thought I'd share how we implemented autorenewals in NOBLE:

A Library can opt in to autorenewal. Only their own items checked out at
their own library will be autorenewable. Network transfers are not
autorenewable.

Autorenewal processing happens the morning the items are due so patrons
don't lose any time from their loan period.

Our autorenewal action trigger uses a custom filter so that it only runs
for the libraries who have opted in, and does not attempt to process
autorenewals for checkouts that are not renewable at all.

When a library opts in, and chooses a start date, we adjust their duration
rules to set the number of allowed autorenewals equal to the number of
allowed renewals. If a duration rule has zero allowed renewals, we don't
set a value for allowed autorenewals. This allows the action trigger filter
mentioned above the skip them.

To avoid the transition issue with new checkouts vs. existing checkouts, we
update open circulations for the opting in library which are due on the
start date and beyond to set the autorenewal remaining field equal to the
renewal remaining field. In that way, items that were checked out prior to
the rule change will be eligible to autorenew.

Feedback has been positive, though we have adjusted the notice language a
few times to make it less confusing.

Hope this is helpful!

-Michele
--
Michele M. Morgan, Technical Support Analyst
North of Boston Library Exchange, Danvers Massachusetts
mmor...@noblenet.org



On Thu, Nov 21, 2019 at 9:52 AM Forrest, Stuart  wrote:

> Hi
>
>
>
> We are a library system that is part of a consortium (SCLENDS) and at the
> moment the only system that is using auto-renewal and this is what we have
> found so far.
>
>
>
> 1.   The three-day notice will still go out reminding patrons
> there books are due. (Our patrons see this as just a reminder)
>
> 2.   Auto-renewal happens 1 day before the books are due and
> the appropriate auto-renewal notice goes out then.
>
> 3.   An item won’t auto-renew if one of the following is true.
>
> a.   The item is required for a hold
>
> b.   Patrons' account has expired while they had the item
> checked out
>
> c.Fines have reached the maximum allowed
>
> d.   Maximum auto-renewals have been reached.
>
> 4.   The auto-renewal notice will give a reason if the
> process failed referencing those case for example mentioned above.
>
> 5.   Let's say you pick a start date of 1st of December then
> anything that is checked out before this date will NOT auto-renew. Anything
> checked out on or after this date WILL. Eventually, of course, all items
> will auto-renew, we worked out that should take about 9 weeks from the
> start date.
>
> 6.   We decided to have the same amount of auto-renewals as
> hard renewals to avoid less confusion for the patrons.
>
> 7.   If you have any items that checkout for less than 8
> hours and have 0 renewals this can confusing, but Equinox found a
> workaround for us.
>
> 8.   If a patron from say Beaufort (BCL) comes to Calhoun and
> checks out a book at one of your libraries, that book will auto-renew also.
> On the other hand, if you transit an item to an SCLENDS member who is not
> doing auto-renewals that item will not auto-renew.
>
>
>
> If you have any questions, please let me know.
>
>
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Diane
> Disbro
> *Sent:* Thursday, November 21, 2019 9:39 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> [EXTERNAL EMAIL] Please report any suspicious attachments, links, or
> requests for sensitive information to the Beaufort County IT Division at
> helpd...@bcgov.net or to 843-255-7000.
>
> I really appreciate this discussion! I want anecdotal information to share
> with my administration as we consider auto renewal.
>
>
>
> Thank you.
>
> Diane Disbro
>
> Pronouns: she/her
>
> Branch Manager/Circulation Coordinator
>
> Union Branch
>
> Scenic Regional Library
>
> 251 Union Plaza Drive
>
> Union, MO 63084
>
> (636) 583-3224
>
> ddis...@scenicregional.org
>
> [ima

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

Stuart

For my reports I just use Circulation-->AutoRenewal and use a boolean in
the display field.

On Thu, Nov 21, 2019 at 9:54 AM Forrest, Stuart  wrote:

> Jordan
>
>
>
> That is something I didn’t think but it is certainly a statistic to be
> aware of. What parameter would I use to separate them from ordinary
> renewals/circulations.
>
>
>
> Thanks
>
> Stuart
>
>
>
>
> --
>
> Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
>
> 311 Scott Street, Beaufort, SC 29902
>
> 843 255 6450
>
> sforr...@bcgov.net
>
> beaufortcountylibrary.org
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Aubrey
> Area Library
> *Sent:* Thursday, November 21, 2019 10:19 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> [EXTERNAL EMAIL] Please report any suspicious attachments, links, or
> requests for sensitive information to the Beaufort County IT Division at
> helpd...@bcgov.net or to 843-255-7000.
>
> On the reporting side of things we expected our circulation to increase
> dramatically. We saw a 40% increase in circulation numbers with auto
> renewal for FY19 and are expecting that percentage to rise to 50%(ish) for
> FY20 as it will be our first full year with auto renewal and patrons have
> become comfortable with/expect it.
>
>
>
> If staff have circulation reports that they have created and run regularly
> they will need to modify them to display auto renewal circs if they want to
> track that separately.
>
>
>
> Jordan
>
>
>
> On Thu, Nov 21, 2019 at 9:08 AM Frasur, Ruth 
> wrote:
>
> Stuart,
>
>
>
> This concise description of the behavior in your system is very helpful
> and a good framework for communicating with both staff and patrons.
>
>
>
> *Ruth Frasur*
>
> *Evergreen Support and Development Administrator*
>
> Indiana State Library
>
> 140 N Senate Ave
>
> Indianapolis, IN  46204
>
> (317) 460-7556
>
>
> --------------
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> on behalf of Forrest,
> Stuart 
> *Sent:* Thursday, November 21, 2019 9:44 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
>  This is an EXTERNAL email. Exercise caution. DO NOT open attachments
> or click links from unknown senders or unexpected email. 
> --
>
> Hi
>
>
>
> We are a library system that is part of a consortium (SCLENDS) and at the
> moment the only system that is using auto-renewal and this is what we have
> found so far.
>
>
>
> 1.   The three-day notice will still go out reminding patrons
> there books are due. (Our patrons see this as just a reminder)
>
> 2.   Auto-renewal happens 1 day before the books are due and
> the appropriate auto-renewal notice goes out then.
>
> 3.   An item won’t auto-renew if one of the following is true.
>
> a.   The item is required for a hold
>
> b.   Patrons' account has expired while they had the item
> checked out
>
> c.Fines have reached the maximum allowed
>
> d.   Maximum auto-renewals have been reached.
>
> 4.   The auto-renewal notice will give a reason if the
> process failed referencing those case for example mentioned above.
>
> 5.   Let's say you pick a start date of 1st of December then
> anything that is checked out before this date will NOT auto-renew. Anything
> checked out on or after this date WILL. Eventually, of course, all items
> will auto-renew, we worked out that should take about 9 weeks from the
> start date.
>
> 6.   We decided to have the same amount of auto-renewals as
> hard renewals to avoid less confusion for the patrons.
>
> 7.   If you have any items that checkout for less than 8
> hours and have 0 renewals this can confusing, but Equinox found a
> workaround for us.
>
> 8.   If a patron from say Beaufort (BCL) comes to Calhoun and
> checks out a book at one of your libraries, that book will auto-renew also.
> On the other hand, if you transit an item to an SCLENDS member who is not
> doing auto-renewals that item will not auto-renew.
>

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Forrest, Stuart]

Jordan

That is something I didn’t think but it is certainly a statistic to be aware 
of. What parameter would I use to separate them from ordinary 
renewals/circulations.

Thanks
Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net
beaufortcountylibrary.org

From: Open-ils-general  On 
Behalf Of Aubrey Area Library
Sent: Thursday, November 21, 2019 10:19 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.
On the reporting side of things we expected our circulation to increase 
dramatically. We saw a 40% increase in circulation numbers with auto renewal 
for FY19 and are expecting that percentage to rise to 50%(ish) for FY20 as it 
will be our first full year with auto renewal and patrons have become 
comfortable with/expect it.

If staff have circulation reports that they have created and run regularly they 
will need to modify them to display auto renewal circs if they want to track 
that separately.

Jordan

On Thu, Nov 21, 2019 at 9:08 AM Frasur, Ruth 
mailto:rfra...@library.in.gov>> wrote:
Stuart,

This concise description of the behavior in your system is very helpful and a 
good framework for communicating with both staff and patrons.

Ruth Frasur
Evergreen Support and Development Administrator
Indiana State Library
140 N Senate Ave
Indianapolis, IN  46204
(317) 460-7556


From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 on behalf of Forrest, Stuart mailto:sforr...@bcgov.net>>
Sent: Thursday, November 21, 2019 9:44 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

 This is an EXTERNAL email. Exercise caution. DO NOT open attachments or 
click links from unknown senders or unexpected email. 


Hi



We are a library system that is part of a consortium (SCLENDS) and at the 
moment the only system that is using auto-renewal and this is what we have 
found so far.



1.   The three-day notice will still go out reminding patrons there 
books are due. (Our patrons see this as just a reminder)

2.   Auto-renewal happens 1 day before the books are due and the 
appropriate auto-renewal notice goes out then.

3.   An item won’t auto-renew if one of the following is true.

a.   The item is required for a hold

b.   Patrons' account has expired while they had the item checked 
out

c.Fines have reached the maximum allowed

d.   Maximum auto-renewals have been reached.

4.   The auto-renewal notice will give a reason if the process 
failed referencing those case for example mentioned above.

5.   Let's say you pick a start date of 1st of December then 
anything that is checked out before this date will NOT auto-renew. Anything 
checked out on or after this date WILL. Eventually, of course, all items will 
auto-renew, we worked out that should take about 9 weeks from the start date.

6.   We decided to have the same amount of auto-renewals as hard 
renewals to avoid less confusion for the patrons.

7.   If you have any items that checkout for less than 8 hours and 
have 0 renewals this can confusing, but Equinox found a workaround for us.

8.   If a patron from say Beaufort (BCL) comes to Calhoun and 
checks out a book at one of your libraries, that book will auto-renew also. On 
the other hand, if you transit an item to an SCLENDS member who is not doing 
auto-renewals that item will not auto-renew.



If you have any questions, please let me know.



Stuart



--

Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System

311 Scott Street, Beaufort, SC 29902

843 255 6450

sforr...@bcgov.net<mailto:sforr...@bcgov.net>

beaufortcountylibrary.org<https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fbeaufortcountylibrary.org=E,1,8xFIaLnFwRbsGAylmqeX1Bo46aUGRPScDivAj6rr-JpBPDKB5M9NcdZAePHBLqidJHt0nKBSosXovLPRUwWcfO8lVsS1ElRNiZ_4ct_xHT7X=1>



From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Diane Disbro
Sent: Thursday, November 21, 2019 9:39 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature



[EXTERNAL EMAIL] Please report any suspicious attachments, links, 

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Frasur, Ruth]

Stuart,

This concise description of the behavior in your system is very helpful and a 
good framework for communicating with both staff and patrons.

Ruth Frasur
Evergreen Support and Development Administrator
Indiana State Library
140 N Senate Ave
Indianapolis, IN  46204
(317) 460-7556


From: Open-ils-general  on 
behalf of Forrest, Stuart 
Sent: Thursday, November 21, 2019 9:44 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

 This is an EXTERNAL email. Exercise caution. DO NOT open attachments or 
click links from unknown senders or unexpected email. 


Hi



We are a library system that is part of a consortium (SCLENDS) and at the 
moment the only system that is using auto-renewal and this is what we have 
found so far.



1.   The three-day notice will still go out reminding patrons there 
books are due. (Our patrons see this as just a reminder)

2.   Auto-renewal happens 1 day before the books are due and the 
appropriate auto-renewal notice goes out then.

3.   An item won’t auto-renew if one of the following is true.

a.   The item is required for a hold

b.   Patrons' account has expired while they had the item checked 
out

c.Fines have reached the maximum allowed

d.   Maximum auto-renewals have been reached.

4.   The auto-renewal notice will give a reason if the process 
failed referencing those case for example mentioned above.

5.   Let's say you pick a start date of 1st of December then 
anything that is checked out before this date will NOT auto-renew. Anything 
checked out on or after this date WILL. Eventually, of course, all items will 
auto-renew, we worked out that should take about 9 weeks from the start date.

6.   We decided to have the same amount of auto-renewals as hard 
renewals to avoid less confusion for the patrons.

7.   If you have any items that checkout for less than 8 hours and 
have 0 renewals this can confusing, but Equinox found a workaround for us.

8.   If a patron from say Beaufort (BCL) comes to Calhoun and 
checks out a book at one of your libraries, that book will auto-renew also. On 
the other hand, if you transit an item to an SCLENDS member who is not doing 
auto-renewals that item will not auto-renew.



If you have any questions, please let me know.



Stuart



--

Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System

311 Scott Street, Beaufort, SC 29902

843 255 6450

sforr...@bcgov.net

beaufortcountylibrary.org



From: Open-ils-general  On 
Behalf Of Diane Disbro
Sent: Thursday, November 21, 2019 9:39 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature



[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.

I really appreciate this discussion! I want anecdotal information to share with 
my administration as we consider auto renewal.



Thank you.

Diane Disbro

Pronouns: she/her

Branch Manager/Circulation Coordinator

Union Branch

Scenic Regional Library

251 Union Plaza Drive

Union, MO 63084

(636) 583-3224

ddis...@scenicregional.org<mailto:ddis...@scenicregional.org>

[Image result for librarians rock]









On Tue, Nov 19, 2019 at 1:57 PM Geoff Sams 
mailto:gs...@roanoketexas.com>> wrote:

I would like to add that if you currently send out pre-due notices that it’s 
probably ideal to stop those as the auto-renew notifications serve the same 
purpose in general.  Jordan touched on that briefly there, but it was something 
we dealt with as well and I wanted to state it outright since it could be 
overlooked.



Thanks,

Geoff Sams

Library Manager

Roanoke Public Library

817-491-2691



From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Elizabeth Davis
Sent: Tuesday, November 19, 2019 11:37 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature



Thank you both.  This has given us more to talk about and consider.



Elizabeth



From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Tuesday, November 19, 2019 12:29 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature



We also implemented auto renew in late February this year (we are also the 
other library Geoff mentioned). It was a little rocky at first, being the test 
library for implementation, but once we wor

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Forrest, Stuart]

Hi

We are a library system that is part of a consortium (SCLENDS) and at the 
moment the only system that is using auto-renewal and this is what we have 
found so far.


1.   The three-day notice will still go out reminding patrons there 
books are due. (Our patrons see this as just a reminder)

2.   Auto-renewal happens 1 day before the books are due and the 
appropriate auto-renewal notice goes out then.

3.   An item won’t auto-renew if one of the following is true.

a.   The item is required for a hold

b.   Patrons' account has expired while they had the item checked 
out

c.Fines have reached the maximum allowed

d.   Maximum auto-renewals have been reached.

4.   The auto-renewal notice will give a reason if the process 
failed referencing those case for example mentioned above.

5.   Let's say you pick a start date of 1st of December then 
anything that is checked out before this date will NOT auto-renew. Anything 
checked out on or after this date WILL. Eventually, of course, all items will 
auto-renew, we worked out that should take about 9 weeks from the start date.

6.   We decided to have the same amount of auto-renewals as hard 
renewals to avoid less confusion for the patrons.

7.   If you have any items that checkout for less than 8 hours and 
have 0 renewals this can confusing, but Equinox found a workaround for us.

8.   If a patron from say Beaufort (BCL) comes to Calhoun and 
checks out a book at one of your libraries, that book will auto-renew also. On 
the other hand, if you transit an item to an SCLENDS member who is not doing 
auto-renewals that item will not auto-renew.

If you have any questions, please let me know.

Stuart

--
Stuart Forrest, Library IT Manager/Analyst Beaufort County Library System
311 Scott Street, Beaufort, SC 29902
843 255 6450
sforr...@bcgov.net
beaufortcountylibrary.org

From: Open-ils-general  On 
Behalf Of Diane Disbro
Sent: Thursday, November 21, 2019 9:39 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[EXTERNAL EMAIL] Please report any suspicious attachments, links, or requests 
for sensitive information to the Beaufort County IT Division at 
helpd...@bcgov.net<mailto:helpd...@bcgov.net> or to 843-255-7000.
I really appreciate this discussion! I want anecdotal information to share with 
my administration as we consider auto renewal.

Thank you.
Diane Disbro
Pronouns: she/her
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org<mailto:ddis...@scenicregional.org>
[Image result for librarians rock]




On Tue, Nov 19, 2019 at 1:57 PM Geoff Sams 
mailto:gs...@roanoketexas.com>> wrote:
I would like to add that if you currently send out pre-due notices that it’s 
probably ideal to stop those as the auto-renew notifications serve the same 
purpose in general.  Jordan touched on that briefly there, but it was something 
we dealt with as well and I wanted to state it outright since it could be 
overlooked.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Elizabeth Davis
Sent: Tuesday, November 19, 2019 11:37 AM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

Thank you both.  This has given us more to talk about and consider.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Tuesday, November 19, 2019 12:29 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

We also implemented auto renew in late February this year (we are also the 
other library Geoff mentioned). It was a little rocky at first, being the test 
library for implementation, but once we worked out the kinks it has been smooth 
sailing.

Overall patrons have been very happy with it though we did have one patron that 
did not like the fact that the items renewed before their actual due date. Yes, 
we are also the library Geoff mentioned whose items auto renew before their due 
date. Thankfully it was resolved after speaking with the patron and explaining 
renewals, how auto renewal works etc. I have started looking at changes to this 
as I would prefer for the items to renew on their due date. The setup is what 
it is due to how courtesy notices are set up.

Geoff mentioned the issues with generating notices.

For patrons with no email/sms; we tend to just explain to patrons about how 
auto renewal works if 

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Diane Disbro]

I really appreciate this discussion! I want anecdotal information to share
with my administration as we consider auto renewal.

Thank you.
Diane Disbro
Pronouns: she/her
Branch Manager/Circulation Coordinator
Union Branch
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
(636) 583-3224
ddis...@scenicregional.org
[image: Image result for librarians rock]




On Tue, Nov 19, 2019 at 1:57 PM Geoff Sams  wrote:

> I would like to add that if you currently send out pre-due notices that
> it’s probably ideal to stop those as the auto-renew notifications serve the
> same purpose in general.  Jordan touched on that briefly there, but it was
> something we dealt with as well and I wanted to state it outright since it
> could be overlooked.
>
>
>
> Thanks,
>
> Geoff Sams
>
> Library Manager
>
> Roanoke Public Library
>
> 817-491-2691
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Elizabeth
> Davis
> *Sent:* Tuesday, November 19, 2019 11:37 AM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> Thank you both.  This has given us more to talk about and consider.
>
>
>
> Elizabeth
>
>
>
> *From:* Open-ils-general [
> mailto:open-ils-general-boun...@list.georgialibraries.org
> ] *On Behalf Of *Aubrey
> Area Library
> *Sent:* Tuesday, November 19, 2019 12:29 PM
> *To:* Evergreen Discussion Group <
> open-ils-general@list.georgialibraries.org>
> *Subject:* Re: [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> We also implemented auto renew in late February this year (we are also the
> other library Geoff mentioned). It was a little rocky at first, being the
> test library for implementation, but once we worked out the kinks it has
> been smooth sailing.
>
>
>
> Overall patrons have been very happy with it though we did have one patron
> that did not like the fact that the items renewed before their actual due
> date. Yes, we are also the library Geoff mentioned whose items auto renew
> before their due date. Thankfully it was resolved after speaking with the
> patron and explaining renewals, how auto renewal works etc. I have started
> looking at changes to this as I would prefer for the items to renew on
> their due date. The setup is what it is due to how courtesy notices are set
> up.
>
>
>
> Geoff mentioned the issues with generating notices.
>
>
>
> For patrons with no email/sms; we tend to just explain to patrons about
> how auto renewal works if they ask about it. After a few times it sinks in
> and they come to expect it. We do not require email address so, personally,
> I look at it as if a patron does not want notifications from the library
> that is their choice. Can't force it on them.
>
>
>
> We had already taken measures years ago to reduce fines (80%
> reduction) so the impact that auto renewal has had is minuscule but as
> it was mention if fines are a source of revenue auto renewal may not be a
> good fit.
>
>
>
> I would echo Geoffs recommendations for implementation. It was something
> that I overlooked and has been a thorn in my side since. Not only to give
> patrons time to return items but also so you o not have a mess of notices
> like we do. Simplicity.
>
>
>
> Thanks,
>
> Jordan Woodard
>
> Aubrey Area Library
>
>
>
> On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams  wrote:
>
> We implemented auto renew back in March this year and things have gone
> fairly smoothly with the implementation for my library.
>
>
>
> Generally, the patrons have been happy about it.  We did have one
> complaint that boiled down to a patron simply not wanting to be notified at
> all, which was an interesting one for me, but that was certainly possible
> to fix for us.
>
>
>
> The only rocky start part was getting our notices to generate properly.
> The stock notice wording was a little too generic, so we made changes that
> took a bit of work to get implemented properly.
>
>
>
> We don’t really have the email/sms issue, so I’m not sure what the best
> course of action would be for that to be completely honest.  I have some
> ideas, but I’m not sure if any of them would be viable over the long run.
>
>
>
> This has drastically reduced fines here, for the moment.  It’s not a
> forever renewal process, so I do still see fines, but it has generally
> decreased fines across the board.  We don’t rely on fine income for
> operation here, so this isn’t a giant issue for us, but if you do rely on
> fine income I’d probably recommend against implementing such 

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Geoff Sams]

I would like to add that if you currently send out pre-due notices that it’s 
probably ideal to stop those as the auto-renew notifications serve the same 
purpose in general.  Jordan touched on that briefly there, but it was something 
we dealt with as well and I wanted to state it outright since it could be 
overlooked.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general  On 
Behalf Of Elizabeth Davis
Sent: Tuesday, November 19, 2019 11:37 AM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

Thank you both.  This has given us more to talk about and consider.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Tuesday, November 19, 2019 12:29 PM
To: Evergreen Discussion Group 
mailto:open-ils-general@list.georgialibraries.org>>
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

We also implemented auto renew in late February this year (we are also the 
other library Geoff mentioned). It was a little rocky at first, being the test 
library for implementation, but once we worked out the kinks it has been smooth 
sailing.

Overall patrons have been very happy with it though we did have one patron that 
did not like the fact that the items renewed before their actual due date. Yes, 
we are also the library Geoff mentioned whose items auto renew before their due 
date. Thankfully it was resolved after speaking with the patron and explaining 
renewals, how auto renewal works etc. I have started looking at changes to this 
as I would prefer for the items to renew on their due date. The setup is what 
it is due to how courtesy notices are set up.

Geoff mentioned the issues with generating notices.

For patrons with no email/sms; we tend to just explain to patrons about how 
auto renewal works if they ask about it. After a few times it sinks in and they 
come to expect it. We do not require email address so, personally, I look at it 
as if a patron does not want notifications from the library that is their 
choice. Can't force it on them.

We had already taken measures years ago to reduce fines (80% reduction) so 
the impact that auto renewal has had is minuscule but as it was mention if 
fines are a source of revenue auto renewal may not be a good fit.

I would echo Geoffs recommendations for implementation. It was something that I 
overlooked and has been a thorn in my side since. Not only to give patrons time 
to return items but also so you o not have a mess of notices like we do. 
Simplicity.

Thanks,
Jordan Woodard
Aubrey Area Library

On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams 
mailto:gs...@roanoketexas.com>> wrote:
We implemented auto renew back in March this year and things have gone fairly 
smoothly with the implementation for my library.

Generally, the patrons have been happy about it.  We did have one complaint 
that boiled down to a patron simply not wanting to be notified at all, which 
was an interesting one for me, but that was certainly possible to fix for us.

The only rocky start part was getting our notices to generate properly.  The 
stock notice wording was a little too generic, so we made changes that took a 
bit of work to get implemented properly.

We don’t really have the email/sms issue, so I’m not sure what the best course 
of action would be for that to be completely honest.  I have some ideas, but 
I’m not sure if any of them would be viable over the long run.

This has drastically reduced fines here, for the moment.  It’s not a forever 
renewal process, so I do still see fines, but it has generally decreased fines 
across the board.  We don’t rely on fine income for operation here, so this 
isn’t a giant issue for us, but if you do rely on fine income I’d probably 
recommend against implementing such a process.  With that said, my staff spend 
a lot less time dealing with fine related issues, and I believe it’s enough to 
have saved money in general.

For implementation, I’d recommend one of two options for the sake of making 
things reasonable.  Either set the renewal to happen a few days before the due 
date so that patrons have time to return materials that are not renewed, or set 
the renewal on the due date but add a multi-day grace period for the same 
reason.  We renew on the due date and give patrons 3 grace days to return the 
item to avoid fines.  Another library in my consortium renews the item 3 days 
before the due date instead.  Both work, but I think the important factor is 
allowing patrons the time to return items.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Elizabeth Davis
Sent: Monday, November 18, 2019 12:09 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Auto Renew

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Elizabeth Davis]

Thank you both.  This has given us more to talk about and consider.

Elizabeth

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Aubrey 
Area Library
Sent: Tuesday, November 19, 2019 12:29 PM
To: Evergreen Discussion Group 
Subject: Re: [OPEN-ILS-GENERAL] Auto Renew Feature

We also implemented auto renew in late February this year (we are also the 
other library Geoff mentioned). It was a little rocky at first, being the test 
library for implementation, but once we worked out the kinks it has been smooth 
sailing.

Overall patrons have been very happy with it though we did have one patron that 
did not like the fact that the items renewed before their actual due date. Yes, 
we are also the library Geoff mentioned whose items auto renew before their due 
date. Thankfully it was resolved after speaking with the patron and explaining 
renewals, how auto renewal works etc. I have started looking at changes to this 
as I would prefer for the items to renew on their due date. The setup is what 
it is due to how courtesy notices are set up.

Geoff mentioned the issues with generating notices.

For patrons with no email/sms; we tend to just explain to patrons about how 
auto renewal works if they ask about it. After a few times it sinks in and they 
come to expect it. We do not require email address so, personally, I look at it 
as if a patron does not want notifications from the library that is their 
choice. Can't force it on them.

We had already taken measures years ago to reduce fines (80% reduction) so 
the impact that auto renewal has had is minuscule but as it was mention if 
fines are a source of revenue auto renewal may not be a good fit.

I would echo Geoffs recommendations for implementation. It was something that I 
overlooked and has been a thorn in my side since. Not only to give patrons time 
to return items but also so you o not have a mess of notices like we do. 
Simplicity.

Thanks,
Jordan Woodard
Aubrey Area Library

On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams 
mailto:gs...@roanoketexas.com>> wrote:
We implemented auto renew back in March this year and things have gone fairly 
smoothly with the implementation for my library.

Generally, the patrons have been happy about it.  We did have one complaint 
that boiled down to a patron simply not wanting to be notified at all, which 
was an interesting one for me, but that was certainly possible to fix for us.

The only rocky start part was getting our notices to generate properly.  The 
stock notice wording was a little too generic, so we made changes that took a 
bit of work to get implemented properly.

We don’t really have the email/sms issue, so I’m not sure what the best course 
of action would be for that to be completely honest.  I have some ideas, but 
I’m not sure if any of them would be viable over the long run.

This has drastically reduced fines here, for the moment.  It’s not a forever 
renewal process, so I do still see fines, but it has generally decreased fines 
across the board.  We don’t rely on fine income for operation here, so this 
isn’t a giant issue for us, but if you do rely on fine income I’d probably 
recommend against implementing such a process.  With that said, my staff spend 
a lot less time dealing with fine related issues, and I believe it’s enough to 
have saved money in general.

For implementation, I’d recommend one of two options for the sake of making 
things reasonable.  Either set the renewal to happen a few days before the due 
date so that patrons have time to return materials that are not renewed, or set 
the renewal on the due date but add a multi-day grace period for the same 
reason.  We renew on the due date and give patrons 3 grace days to return the 
item to avoid fines.  Another library in my consortium renews the item 3 days 
before the due date instead.  Both work, but I think the important factor is 
allowing patrons the time to return items.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general 
mailto:open-ils-general-boun...@list.georgialibraries.org>>
 On Behalf Of Elizabeth Davis
Sent: Monday, November 18, 2019 12:09 PM
To: 
open-ils-general@list.georgialibraries.org<mailto:open-ils-general@list.georgialibraries.org>
Subject: [OPEN-ILS-GENERAL] Auto Renew Feature

Hello Everyone,

For those of you who are using the Auto Renew feature, how is it going? What 
are the general impressions from patrons? Was it a rocky start?   We have some 
concerns about how staff deal with patrons who do not have email or sms 
notification capabilities. How did you deal with this aspect?  Any unexpected 
financial impacts in terms of fine revenue? What are your suggestions for those 
interested in implementing it?

Thank you,


Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
Office 570-348-3000 ext. 3050
Cell 570-795-4332
eda...@albri

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Aubrey Area Library]

We also implemented auto renew in late February this year (we are also the
other library Geoff mentioned). It was a little rocky at first, being the
test library for implementation, but once we worked out the kinks it has
been smooth sailing.

Overall patrons have been very happy with it though we did have one patron
that did not like the fact that the items renewed before their actual due
date. Yes, we are also the library Geoff mentioned whose items auto renew
before their due date. Thankfully it was resolved after speaking with the
patron and explaining renewals, how auto renewal works etc. I have started
looking at changes to this as I would prefer for the items to renew on
their due date. The setup is what it is due to how courtesy notices are set
up.

Geoff mentioned the issues with generating notices.

For patrons with no email/sms; we tend to just explain to patrons about how
auto renewal works if they ask about it. After a few times it sinks in and
they come to expect it. We do not require email address so, personally, I
look at it as if a patron does not want notifications from the library that
is their choice. Can't force it on them.

We had already taken measures years ago to reduce fines (80% reduction)
so the impact that auto renewal has had is minuscule but as it was mention
if fines are a source of revenue auto renewal may not be a good fit.

I would echo Geoffs recommendations for implementation. It was something
that I overlooked and has been a thorn in my side since. Not only to give
patrons time to return items but also so you o not have a mess of notices
like we do. Simplicity.

Thanks,
Jordan Woodard
Aubrey Area Library

On Mon, Nov 18, 2019 at 3:56 PM Geoff Sams  wrote:

> We implemented auto renew back in March this year and things have gone
> fairly smoothly with the implementation for my library.
>
>
>
> Generally, the patrons have been happy about it.  We did have one
> complaint that boiled down to a patron simply not wanting to be notified at
> all, which was an interesting one for me, but that was certainly possible
> to fix for us.
>
>
>
> The only rocky start part was getting our notices to generate properly.
> The stock notice wording was a little too generic, so we made changes that
> took a bit of work to get implemented properly.
>
>
>
> We don’t really have the email/sms issue, so I’m not sure what the best
> course of action would be for that to be completely honest.  I have some
> ideas, but I’m not sure if any of them would be viable over the long run.
>
>
>
> This has drastically reduced fines here, for the moment.  It’s not a
> forever renewal process, so I do still see fines, but it has generally
> decreased fines across the board.  We don’t rely on fine income for
> operation here, so this isn’t a giant issue for us, but if you do rely on
> fine income I’d probably recommend against implementing such a process.
> With that said, my staff spend a lot less time dealing with fine related
> issues, and I believe it’s enough to have saved money in general.
>
>
>
> For implementation, I’d recommend one of two options for the sake of
> making things reasonable.  Either set the renewal to happen a few days
> before the due date so that patrons have time to return materials that are
> not renewed, or set the renewal on the due date but add a multi-day grace
> period for the same reason.  We renew on the due date and give patrons 3
> grace days to return the item to avoid fines.  Another library in my
> consortium renews the item 3 days before the due date instead.  Both work,
> but I think the important factor is allowing patrons the time to return
> items.
>
>
>
> Thanks,
>
> Geoff Sams
>
> Library Manager
>
> Roanoke Public Library
>
> 817-491-2691
>
>
>
> *From:* Open-ils-general <
> open-ils-general-boun...@list.georgialibraries.org> *On Behalf Of *Elizabeth
> Davis
> *Sent:* Monday, November 18, 2019 12:09 PM
> *To:* open-ils-general@list.georgialibraries.org
> *Subject:* [OPEN-ILS-GENERAL] Auto Renew Feature
>
>
>
> Hello Everyone,
>
>
>
> For those of you who are using the Auto Renew feature, how is it going?
> What are the general impressions from patrons? Was it a rocky start?   We
> have some concerns about how staff deal with patrons who do not have email
> or sms notification capabilities. How did you deal with this aspect?  Any
> unexpected financial impacts in terms of fine revenue? What are your
> suggestions for those interested in implementing it?
>
>
>
> Thank you,
>
>
>
>
>
> Elizabeth Davis
>
> Head of Digital Services
>
> Scranton Public Library
>
> 500 Vine Street
>
> Scranton, PA 18509
>
> Office 570-348-3000 ext. 3050
>
> Cell 570-795-4332
>
> eda...@albright.org
>
> pronouns: she/her/hers
>
>
>
>
>


-- 

If you need further assistance, please contact the library at 940-365-9162
or send a reply email.
Thank You, The Library Staff

226 Countryside Dr., Aubrey, TX 76227

Re: [OPEN-ILS-GENERAL] Auto Renew Feature

[Geoff Sams]

We implemented auto renew back in March this year and things have gone fairly 
smoothly with the implementation for my library.

Generally, the patrons have been happy about it.  We did have one complaint 
that boiled down to a patron simply not wanting to be notified at all, which 
was an interesting one for me, but that was certainly possible to fix for us.

The only rocky start part was getting our notices to generate properly.  The 
stock notice wording was a little too generic, so we made changes that took a 
bit of work to get implemented properly.

We don't really have the email/sms issue, so I'm not sure what the best course 
of action would be for that to be completely honest.  I have some ideas, but 
I'm not sure if any of them would be viable over the long run.

This has drastically reduced fines here, for the moment.  It's not a forever 
renewal process, so I do still see fines, but it has generally decreased fines 
across the board.  We don't rely on fine income for operation here, so this 
isn't a giant issue for us, but if you do rely on fine income I'd probably 
recommend against implementing such a process.  With that said, my staff spend 
a lot less time dealing with fine related issues, and I believe it's enough to 
have saved money in general.

For implementation, I'd recommend one of two options for the sake of making 
things reasonable.  Either set the renewal to happen a few days before the due 
date so that patrons have time to return materials that are not renewed, or set 
the renewal on the due date but add a multi-day grace period for the same 
reason.  We renew on the due date and give patrons 3 grace days to return the 
item to avoid fines.  Another library in my consortium renews the item 3 days 
before the due date instead.  Both work, but I think the important factor is 
allowing patrons the time to return items.

Thanks,
Geoff Sams
Library Manager
Roanoke Public Library
817-491-2691

From: Open-ils-general  On 
Behalf Of Elizabeth Davis
Sent: Monday, November 18, 2019 12:09 PM
To: open-ils-general@list.georgialibraries.org
Subject: [OPEN-ILS-GENERAL] Auto Renew Feature

Hello Everyone,

For those of you who are using the Auto Renew feature, how is it going? What 
are the general impressions from patrons? Was it a rocky start?   We have some 
concerns about how staff deal with patrons who do not have email or sms 
notification capabilities. How did you deal with this aspect?  Any unexpected 
financial impacts in terms of fine revenue? What are your suggestions for those 
interested in implementing it?

Thank you,


Elizabeth Davis
Head of Digital Services
Scranton Public Library
500 Vine Street
Scranton, PA 18509
Office 570-348-3000 ext. 3050
Cell 570-795-4332
eda...@albright.org
pronouns: she/her/hers